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Bioventus (BVS) investor relations material
Bioventus 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company transformation and strategic focus
Underwent significant transformation, improving prioritization, execution, and reducing leverage.
Achieved revenue growth above market, peer-leading gross margins in the mid-70s%, and expanded EBITDA margins by 700 basis points.
Generated over $100 million in operating cash flow in the last two years, setting a strong foundation for future growth.
Aims to become a leading med tech company exceeding $1 billion in size, with durable growth and high margins.
Divested non-core assets to sharpen commercial execution and reduce debt.
Growth drivers and innovation
Four main growth drivers: ultrasonics, international, peripheral nerve stimulation (PNS), and platelet-rich plasma (PRP).
PNS platform recently received FDA clearance and is entering full launch, offering unique technology advantages.
PRP business leverages existing salesforce, offers single-spin convenience, and enables customizable treatments.
Ultrasonics is the fastest-growing segment, with technology aimed at becoming the standard of care in spinal surgery.
International expansion targets EMEA and APAC with a disciplined, market-specific approach.
Portfolio evolution and investment priorities
Portfolio structured into core, expansion, and emerging growth platforms, each with distinct roles in growth and profitability.
Core portfolio (HA, BGS, Fracture Care) delivers strong sales, margins, and cash flow, growing above market.
Expansion areas include ultrasonics and international markets, expected to become more material with targeted investments.
Investment priorities include milestone-based PNS sales force expansion, increased international resources, and R&D for PNS and ultrasonics.
Strategic marketing to raise awareness of clinical and economic benefits, with a strict ROIC lens guiding investments.
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- 7 Feb514167
Quarterly and nine-month results reflect solid revenue, profit, and compliance with new labour codes. - 7 FebMGL
Strong revenue growth offset by lower margins and profit; interim dividend declared. - 7 FebPGIL
Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%.
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